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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+3.34%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.95B
AUM Growth
+$79.7M
Cap. Flow
+$2.05M
Cap. Flow %
0.07%
Top 10 Hldgs %
22.72%
Holding
1,121
New
61
Increased
304
Reduced
318
Closed
74

Top Buys

Rank Stock Value
1
VMW
VMware, Inc
VMW
+$4.82M
2
AMZN icon
Amazon
AMZN
+$4.31M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.06M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.38M
5
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.14M

Top Sells

Rank Stock Value
1
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$16M
2
MCD icon
McDonald's
MCD
+$10.1M
3
LMT icon
Lockheed Martin
LMT
+$5.07M
4
T icon
AT&T
T
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.24M

Sector Composition

Rank Sector Weight
1 Technology 13.16%
2 Healthcare 12.97%
3 Financials 11.55%
4 Consumer Discretionary 10.21%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COL
701
DELISTED
Rockwell Collins
COL
$73K ﹤0.01%
698
– –
BR icon
702
Broadridge
BR
$19B
$72K ﹤0.01%
947
– –
EIX icon
703
Edison International
EIX
$26.4B
$72K ﹤0.01%
925
– –
PWB icon
704
Invesco Large Cap Growth ETF
PWB
$2.39B
$72K ﹤0.01%
2,000
– –
RYN icon
705
Rayonier
RYN
$6.55B
$71K ﹤0.01%
2,714
– –
POT
706
DELISTED
Potash Corp Of Saskatchewan
POT
$71K ﹤0.01%
4,338
– –
CPSS icon
707
Consumer Portfolio Services
CPSS
$206M
$68K ﹤0.01%
15,000
+360
+2% +$1.63K
AON icon
708
Aon
AON
$76B
$66K ﹤0.01%
+500
New +$63.2K
EVT icon
709
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
$66K ﹤0.01%
3,000
– –
HYD icon
710
VanEck High Yield Muni ETF
HYD
$4.45B
$66K ﹤0.01%
1,075
– –
NOV icon
711
NOV
NOV
$7B
$66K ﹤0.01%
2,000
-50
-2% -$1.73K
AMJ
712
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$66K ﹤0.01%
2,210
+903
+69% +$27.7K
TEF
713
DELISTED
Telefonica
TEF
$65K ﹤0.01%
7,751
– –
NS
714
DELISTED
NuStar Energy L.P.
NS
$65K ﹤0.01%
1,400
– –
IXP icon
715
iShares Global Comm Services ETF
IXP
$572M
$64K ﹤0.01%
1,100
– –
MINT icon
716
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$64K ﹤0.01%
632
– –
UL icon
717
Unilever
UL
$136B
$64K ﹤0.01%
1,047
– –
EEP
718
DELISTED
Enbridge Energy Partners
EEP
$64K ﹤0.01%
4,000
– –
DINO icon
719
HF Sinclair
DINO
$14.5B
$62K ﹤0.01%
2,263
+575
+34% +$15.3K
IJJ icon
720
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$62K ﹤0.01%
840
– –
MOO icon
721
VanEck Agribusiness ETF
MOO
$969M
$61K ﹤0.01%
1,100
– –
AZO icon
722
AutoZone
AZO
$51.1B
$60K ﹤0.01%
106
– –
CCK icon
723
Crown Holdings
CCK
$13.1B
$60K ﹤0.01%
1,000
– –
SVC
724
Service Properties Trust
SVC
$1.07B
$58K ﹤0.01%
400
– –
SJM icon
725
J.M. Smucker
SJM
$12.8B
$56K ﹤0.01%
472
– –
27 28
29
30 31

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q2 2017 Portfolio in Review

As of Q2 2017, People's United Financial held 1,121 positions worth $2.95B, up 2.8% from $2.87B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q2 2017 filing shows 61 new, 304 increased, 318 reduced and 74 closed positions. Its largest new stake was Neustar Inc: 72,885 shares worth $2.43M. The largest sale was iShares S&P GSCI Commodity-Indexed Trust, an estimated $16M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q2 2017 buy was Neustar Inc: 72,885 shares worth $2.43M.
  • People's United Financial added most to VMware, Inc in Q2 2017, an estimated $4.82M increase.
  • People's United Financial's biggest Q2 2017 reduction was iShares S&P GSCI Commodity-Indexed Trust, cutting an estimated $16M.
  • People's United Financial fully exited Helen of Troy in Q2 2017, selling an estimated $1.79M.
  • People's United Financial's ten largest holdings make up 23% of its $2.95B portfolio in Q2 2017.
  • People's United Financial opened 61 new positions and closed 74 in Q2 2017.
  • People's United Financial's portfolio value rose 2.8% quarter-over-quarter to $2.95B.

Based on People's United Financial's 13F filing for Q2 2017, filed 14 Aug 2017.